Data center content-per-rack thesis hardened across current sensors, power conversion, and backup units, while the liquid cooling fan loss fear eased as power supply fan proliferation more than offsets GPU fan displacement.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 7, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.